We'll teach you strategies on this show that'll help you gain financial independence and win the "game" of retirement. The show features financial advisor & coach Dale Tondryk of Tondryk Wealth Management in Minnetonka, MN and serving the Twin Cities.
Episodes
Thursday Feb 06, 2020
Thursday Feb 06, 2020
The world of investing and retirement planning isn’t always what it appears to be. We’re taking a look at financial scenarios that have been common at some point and explaining whether our clients are dealing with the same thing.
Show notes and additional resources: http://retirementplaybookpodcast.com
Today's Rundown:
0:44 – What our main topic is about today.
1:19 – Is this a thing: family members gathering in a room together for the reading of a will to find out who is getting what.
1:59 – You see that a lot on TV but reality is different.
2:25 – Is this a thing: someone discovers an old investment account they forgot they had.
2:47 – Dale shares a real-world example of a client discovery.
3:33 – Is this a thing: kids working their way through college.
4:42 – Is this a thing: people successfully timing the market.
5:39 – Is this a thing: people retiring but having to go back to work after running out of money.
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